Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nationwide** Nationwide Geneva Small Cap Growth Fund Institutional Service Class in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $1.5M |
| 2 | BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES IL | 203 | $9.1M | $121K |
